Schedule a Recurring Appointment
First, create an appointment. Once the appointment has been created:
- Open the appointment window, click the icon on the top right
- Choose the respective days the appointment will occur
- Choose how far out to schedule the recurring series
- Choose the fields you want to copy
- Choose the status of the recurrence
- Click Create Recurrence
Note: If there are any existing appointments that conflict with the Recurring Appointment Series, a message will appear showing how many of the new recurring appointments could not be created and a list of these. There's also an Export List option.
Delete a Recurring Appointment
After the recurring appointment series has been created:
- From the appointment window or the appointment grid, click the icon
- This will open another modal that allows deleting the series
- Choose delete series
Please note:
- Only future appointments will be deleted; past appointments will remain unaffected.
- You cannot delete the recurrence from a past appointment. To remove the recurrence, use a future appointment; otherwise, an error message will be displayed.
Editing a Recurring Appointment
Currently, users cannot edit the recurring series. If the recurrence was set up incorrectly, you will need to delete it and create a new one.
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